Team Leader Financial Planning - Exeter, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd

Verified Company

Exeter, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

This is an opportunity for an existing Planner who wishes to continue advising a book of clients, but seeking to take their first steps into a management role.

The successful applicant will work with the Investment management team and Professional services colleagues to develop client relationships.
As a Team head, you will also undertake supervision of direct reports, T&C and suitability processes are adhered to.
As well as a strong basic salary you will receive:
Excellent bonus scheme
Company pension

GIP
4x DIS

PMI
This is a great opportunity to work with HNW clients whilst advising but also opening a door into management.
Please contact me for a confidential discussion.

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